Activant Capital | Activity

Essay

Activant published research on the two-tier economy, arguing that routing doesn't matter the way you think in the AI era.

The Two Tier Economy

Activant Capital

activantcapital.com

Essay

Activant published research analyzing C.H.BECK's majority stake in Noxtua and what it means for legal AI players including Harvey and Legora.

The Fight for Legal AI Profits

Activant Capital

activantcapital.com

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Essay

Activant published research on how AI is creating a new principal divide in enterprise software between builders and users.

Muse, Myself and AI: Software's New Principal Divide

Activant Capital

activantcapital.com

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Essay

Activant published research exploring who owns the risk layer for AI agents, examining insurance and liability in the agentic economy.

Insuring the Agent: Who Owns the Risk Layer for AI?

Activant Capital

activantcapital.com

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Investment

Activant participated in Limetax's €6M pre-Seed equity round alongside Motive Partners. Limetax is building an AI agent platform for German tax advisory firms.

Limetax

Limetax Activant Capital

linkedin.comSEP 9, 2026

SEP 9, 2026

Investment

Activant participated in Stuut's Series B round alongside M12 and other investors. Stuut provides AI-powered accounts receivable automation.

Stuut

Stuut Activant Capital

tracxn.comSEP 3, 2026

SEP 3, 2026

Investment

Activant participated in Velocity's $38M Series A round alongside Capital One Ventures, QED Investors, and FirstMark. Velocity builds a stablecoin treasury platform.

Velocity

Velocity Activant Capital

ventureburn.comJUL 14, 2026

JUL 14, 2026

Essay

Published part two of a three-part series arguing the enablement layer (access, identity, settlement, governance) is where near-term agentic commerce capital flows.

Agentic Commerce (2/3): Who Gets To Transact

Activant Capital

activantcapital.comJUL 9, 2026

JUL 9, 2026

Essay

Published research on failure modes in robotics deployments.

Two Ways to Break a Robot

Activant Capital

activantcapital.comJUL 6, 2026

JUL 6, 2026

Essay

Published a thesis essay on AI adoption in legal services and legal tech.

Legal AI

Activant Capital

activantcapital.comJUN 29, 2026

JUN 29, 2026

Essay

Published part one of the Agentic Commerce series, framing AI agents as a new transaction channel.

Agentic Commerce (1/3): A New Channel

Activant Capital

activantcapital.comJUN 25, 2026

JUN 25, 2026

Essay

Published research on Cerebras and the shift toward ASIC-based AI compute.

Speed was a niche, now it's strategic

Activant Capital

activantcapital.comJUN 23, 2026

JUN 23, 2026

Essay

Published a thesis essay comparing the video AI market's maturity to language models' GPT-3 era.

Is Video AI Having Its GPT-3 Moment?

Activant Capital

activantcapital.comJUN 19, 2026

JUN 19, 2026

Essay

Published research on forward-deployed engineering as a moat and lock-in mechanism for AI-native vendors.

Forward Deployed Lock-In

Activant Capital

activantcapital.comJUN 16, 2026

JUN 16, 2026

Activant Capital Activity

Activant published research on the two-tier economy, arguing that routing doesn't matter the way you think in the AI era.

Activant published research analyzing C.H.BECK's majority stake in Noxtua and what it means for legal AI players including Harvey and Legora.

Activant published research on how AI is creating a new principal divide in enterprise software between builders and users.

Activant published research exploring who owns the risk layer for AI agents, examining insurance and liability in the agentic economy.

Activant participated in Limetax's €6M pre-Seed equity round alongside Motive Partners. Limetax is building an AI agent platform for German tax advisory firms.

Activant participated in Stuut's Series B round alongside M12 and other investors. Stuut provides AI-powered accounts receivable automation.

Activant participated in Velocity's $38M Series A round alongside Capital One Ventures, QED Investors, and FirstMark. Velocity builds a stablecoin treasury platform.

Published part two of a three-part series arguing the enablement layer (access, identity, settlement, governance) is where near-term agentic commerce capital flows.

Published research on failure modes in robotics deployments.

Published a thesis essay on AI adoption in legal services and legal tech.

Published part one of the Agentic Commerce series, framing AI agents as a new transaction channel.

Published research on Cerebras and the shift toward ASIC-based AI compute.

Published a thesis essay comparing the video AI market's maturity to language models' GPT-3 era.

Published research on forward-deployed engineering as a moat and lock-in mechanism for AI-native vendors.